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Wife of the Party

# 171 - Estate Planning with Leo

Wife of the Party

Berty Boy Productions

Comedy, Education, Self-improvement, Comedy Interviews

4.81.6K Ratings

🗓️ 6 May 2021

⏱️ 74 minutes

🧾️ Download transcript

Summary

Today I sit down with my business manager Leo. We talk about estate planning, all the misconceptions about it, how much it costs, trust funds, healthcare directives, a living will vs a regular will, and much more!    Our next Book Club will be “Pride & Prejudice” by Jane Austen   Check out the new Wife of the Party Facebook groups here: http://www.facebook.com/pg/wifeotp/gr...     I have WOTP merch! You can buy a brand new Wife of the Party mug, shirt, or a tote bag at http://www.wifeotp.com     If you have any questions you would like me to answer on the podcast feel free to email me from my website at http://www.wifeotp.com     Don't forget to subscribe, rate, and review the podcast! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

So today, my guest is Leo Jenkins, he's our business manager and I asked him to come

0:06.7

talk to me in a very broad way about estate planning because I have two friends right

0:13.7

now who are dealing with that with their parents sort of not dealing with that.

0:20.1

Their parents are not dealing with it and my friends are dealing with their parents not

0:23.5

dealing with it.

0:24.5

So I thought, why don't we talk about estate planning?

0:26.8

I think most people think you have to be a gazillionaire and own a million things to

0:31.5

need a trust for your assets, but that's absolutely not true.

0:37.1

So I wanted to talk about the benefits, the cost of it, and kind of the process and what

0:42.0

goes into trust.

0:43.0

And we did.

0:44.0

It's a very, very basic conversation.

0:47.2

Trusts are different from state to state so know that everything here is, we're just

0:51.4

speaking in generalities.

0:52.4

But I thought it was a great and very informative conversation and I hope my two friends

0:56.3

listen and get some help from it too.

0:58.8

So I hope you enjoy my conversation with Leo.

1:02.9

Thank you for coming back every week.

1:04.6

Thank you for your emails.

1:05.6

I hope you enjoyed my dad last week.

1:08.4

I enjoyed my dad.

1:09.4

So any comments you send me about my dad, I'm going to send to my dad.

...

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